Anic Equity¶
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Total return since start: 0.627 %¶
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Equity now: -----------------------------> 49697.21 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45636.0 Kr¶
PnL: ---------------------------------------> 580.0 Kr¶
DD now: ---------------------------------> -6.444 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 16:39:20.988205'
Benchmark comparison TODAY¶
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.530000 | 1669.680000 | 200.680000 | 13.660000 | 1468.999998 |
| Sedana Medical | 93 | 4.200000 | 2676.540000 | 155.540000 | 6.170000 | 2521.000011 |
| Orrön Energy | 180 | 6.350000 | 2187.000000 | 144.000000 | 7.050000 | 2043.000000 |
| Atrium Ljungberg B | 5 | 4.360000 | 994.000000 | 59.000000 | 6.310000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | 4.830000 | 1016.400000 | 55.400000 | 5.760000 | 960.999996 |
| Sagax B | 4 | 3.740000 | 899.200000 | 45.200000 | 5.290000 | 854.000000 |
| Catena | 2 | 4.180000 | 836.800000 | 44.800000 | 5.660000 | 792.000000 |
| JM | 6 | 3.280000 | 906.600000 | 42.600000 | 4.930000 | 864.000000 |
| Sagax A | 4 | 4.190000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Hoist Finance | 35 | 1.740000 | 1022.000000 | 42.000000 | 4.290000 | 980.000000 |
| Hexatronic Group | 12 | 3.220000 | 999.360000 | 32.360000 | 3.350000 | 966.999996 |
| VEF | 909 | 3.500000 | 1881.630000 | 31.630000 | 1.710000 | 1850.000436 |
| BioGaia B | 8 | 1.880000 | 952.000000 | 22.000000 | 2.370000 | 930.000000 |
| Bilia A | 8 | 1.510000 | 913.600000 | 13.600000 | 1.510000 | 900.000000 |
| Byggmax Group | 33 | 1.660000 | 968.880000 | 12.880000 | 1.350000 | 956.000001 |
| Gränges | 9 | 1.360000 | 940.500000 | 12.500000 | 1.350000 | 927.999999 |
| Biotage | 7 | 1.110000 | 953.400000 | 12.400000 | 1.320000 | 940.999997 |
| Clas Ohlson B | 12 | 0.860000 | 982.800000 | 9.800000 | 1.010000 | 972.999996 |
| OX2 | 13 | 1.380000 | 953.550000 | 3.550000 | 0.370000 | 949.999999 |
| EQT | 4 | 0.870000 | 835.200000 | 3.200000 | 0.380000 | 832.000000 |
| HEXPOL B | 9 | -0.350000 | 1024.200000 | 3.200000 | 0.310000 | 1020.999996 |
| AcadeMedia | 8 | 0.700000 | 403.600000 | 1.600000 | 0.400000 | 402.000000 |
| ASSA ABLOY B | 3 | 0.120000 | 776.700000 | -2.300000 | -0.300000 | 779.000001 |
| Alimak Group | 11 | 0.120000 | 918.500000 | -9.500000 | -1.020000 | 927.999996 |
| Creaspac SPAC | 39 | 0.210000 | 3705.000000 | -13.000000 | -0.350000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | 1.040000 | 953.400000 | -13.600000 | -1.410000 | 966.999999 |
| Addnode Group B | 11 | 0.240000 | 903.650000 | -17.350000 | -1.880000 | 921.000003 |
| SKF B | 5 | -1.580000 | 917.250000 | -22.750000 | -2.420000 | 940.000000 |
| Hexagon B | 26 | 1.270000 | 3433.300000 | -27.700000 | -0.800000 | 3461.000010 |
| Indutrade | 5 | 2.240000 | 1187.000000 | -31.000000 | -2.550000 | 1218.000000 |
| Vitec Software Group B | 2 | 0.770000 | 1050.000000 | -37.000000 | -3.400000 | 1087.000000 |
| Latour B | 4 | 0.000000 | 818.000000 | -39.000000 | -4.550000 | 857.000000 |
| Bufab | 3 | -0.680000 | 1045.800000 | -63.200000 | -5.700000 | 1109.000001 |
| INVISIO | 16 | 0.670000 | 3624.000000 | -65.000000 | -1.760000 | 3689.000000 |
| BHG Group | 97 | 1.650000 | 1377.400000 | -81.600000 | -5.590000 | 1458.999989 |
| TOTAL | 45622.940000 | 566.940000 | -6.46871% | 45056.000411 |
Updated:¶
'2023-07-04 16:37:24.315742'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
